Group Contacts into Lists
You can filter contacts in CallAction using tags, phone numbers, users, etc., and add contacts to a list. You can use these lists to apply a bulk action like adding tags, or applying a drip campaign, or use them as a call list for the built-in sales dialer.
Basic Workflow for Adding Contacts to List
Filter Contacts / Conversations
Click Create List
Saves List Automatically
You can then apply a bulk Action to a list of saved filtered Contacts.
Add Contacts to a List
Login to CallAction
Click on Conversation view
Filter contacts / conversations
Click Create List
Enter a Name for the filtered list
Click X or apply an action.
Done, contacts are now saved to a list. Learn more about applying an action to a list.
Accessing Your Lists
You can access your saved segmented lists from two places.
For conversation view, click the List button
Inside Tools, click List
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